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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,663 | $160,070+2.9% | $147,117+11.9% | $145,897+12.9% |
| Participation rate | 78.6% | 84.0%-5.5pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 19.22% | 98.69%-79.5pp | 420.54%-401.3pp | 552.29%-533.1pp |
| Employer contribution / active EE | $3,787 | $5,285-28.3% | $4,932-23.2% | $4,663-18.8% |
| Participant deferral / active EE | $10,165 | $8,419+20.7% | $8,065+26.0% | $6,689+52.0% |
| Admin fee / account holder | $15 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |